Steven Sanders, CEO & Chief Investment Strategist
Philip Brown, CFA President & Equity Portfolio
QUARTERLY COMMENTARY, 1st QUARTER 2017
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The views expressed in this report and accompanying communication are solely the opinions of StoneRidge Investment Partners LLC (the “Firm”). Although the statements of fact and data in this report have been obtained from, and are based upon, sources that the Firm believes to be reliable, we do not guarantee their accuracy, and any such information may be incomplete or condensed.
All opinions in this report and accompanying communication constitute the Firm’s judgment as of the date of this report and are subject to change without notice. This communication is intended for informational purposes only and does not constitute a solicitation to invest money nor a recommendation to buy or sell certain securities. Equity investments are not appropriate for all investors. Equity investments are not FDIC insured and may lose value. Investments in small, mid-cap and micro-cap companies involve additional risks such as limited liquidity and greater volatility.
Past performance is no guarantee of future results.
Revisiting StoneRidge: Congress Could Restore Aiders' and Abettors' Liability - Published by the Finance Professionals' Post
A bill introduced to Congress this past summer, and subsequently handed over to a Senate subcommittee for further consideration and/or revisions, could reverse a hotly debated January 2008 US Supreme Court decision. That decision, Stone-Ridge Investment Partners LLC v. Scientific-Atlanta Inc., upheld a lower appeals court's April 2006 decision that secondary participants in a corporate fraud cannot be held legally liable for their behind-the-scenes participation in the scheme.
StoneRidge sees acquisition leading to increased diversity - Published by the Phialdelphia Business Journal
An African-American investor group has acquired 55 percent ownership interest in StoneRidge Investment Partners LLC in a deal the money management firm feels will open the door to more diverse clients. Philadelphia-based StoneRidge reached the agreement last month with Beltraith Capital, LLC, a syndicate led by Steven L. Sanders, the co-founder and former chairman and CEO of First Genesis Financial Group.